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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NP
26
NorthRock Partners
Minnesota
$284K
CIA
27
Concurrent Investment Advisors
Florida
$270K -$9.7K -532 -4%
OIA
28
OneDigital Investment Advisors
Kansas
$262K -$413K -22,624 -61%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$256K -$1.74M -95,538 -87%
MCM
30
Mainstay Capital Management
Michigan
$219K +$216K +11,846 New
CL
31
Choreo LLC
Illinois
$217K +$215K +11,772 New
WIM
32
WealthPlan Investment Management
Nebraska
$217K
SWP
33
Strategic Wealth Partners
Ohio
$199K +$196K +10,772 New
JP Morgan Chase
34
JP Morgan Chase
New York
$195K -$3.52K -193 -2%
WA
35
Waverly Advisors
Alabama
$192K -$25.5K -1,400 -12%
Jane Street
36
Jane Street
New York
$189K -$467K -25,596 -71%
AIP
37
Alexis Investment Partners
Texas
$153K -$60.2K -3,300 -28%
ASN
38
Advisory Services Network
Georgia
$144K +$143K +7,830 New
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$127K
GRP
40
Global Retirement Partners
California
$106K
WIM
41
Westside Investment Management
California
$73.8K
SC
42
SouthState Corp
Florida
$60.8K -$23.3K -1,279 -28%
BCM
43
Boreal Capital Management
Florida
$46.1K
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$34.8K +$1.92K +105 +6%
SPIA
45
Steward Partners Investment Advisory
New York
$32.9K
ZBNA
46
Zions Bancorporation, National Association
Utah
$28.1K
SS
47
Sunbelt Securities
Texas
$25.7K +$25.4K +1,394 New
HI
48
Harbour Investments
Wisconsin
$19.6K
Comerica Bank
49
Comerica Bank
Texas
$16.9K
PS
50
Principal Securities
Iowa
$14.4K